How request items work

INTENDED SEARCHES: request item, material request, equipment request, item request

Use request items when an employee or office user needs to request materials, products, equipment, or other items for work.

Common request information:

- Requested item.

- Quantity.

- Related job or project.

- Requested by.

- Needed date when available.

- Notes.

- Status.

Steps:

1. Open Request Items or the related request area.

2. Create the request.

3. Choose the item and quantity.

4. Connect the request to the job or project if needed.

5. Add notes.

6. Save the request.

Why this matters:

Requests keep purchasing and field needs organized before money is spent or work is delayed.

Support note:

If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.